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Answer insurance questions instantly

Your content powers AI agents that resolve 90% of chats automatically – so your team focuses on what matters.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat insurance questions

Your team keeps answering the same basic insurance inquiries over and over.

Slow onboarding

New customers can’t find the exact next step in your help docs and give up.

Regional requirements

Keeping up with insurance rules across all RV trailer models is a hassle.

Lead management

Managing leads and support in one place is a mess.

Deflect repeat insurance questionsAnswer every customer in your brand’s **

The Chatref solution

Scale support without adding headcount.

Fig. 1 · Scale support without adding headcountAI answers insurance questions in your brand’s voice – no dead-end links or guesswork

A customer asks about policy coverage. AI pulls the exact answer from your help docs – not a search box or generic reply. Custom actions handle account tasks inside the chat. Humans take over only when needed. Scale support across regions and languages without adding head

Real questions

What Chatref answers here.

‘How do I switch CRMs?’ – answered instantly from your docs.

‘Where’s my data?’ – resolved in chat with one click.

Capture leads from customers asking about CRM moves.

Fix migration gaps with insights from chat questions.

Loved by support teams

Real teams deflect repeat insurance questions

How Chatref keeps customers moving with instant, accurate answers

Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.

Northwind Analytics

Chatref answers 90% of our insurance questions from our own guides – no more generic chatbot replies. Our team handles only the complex cases.

Pinehook

One AI agent now covers all regions and languages. We don’t need separate support teams for each market.

Cardinal CRM
68%

of import questions answered before they reach the team

Pay-as-you-go pricing fits our budget – no per-seat fees. We scale support as we grow, not guess upfront.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content create bad answers?

You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you give it.

How fast is setup during migration?

Minutes. Upload your content, add one widget snippet, and your AI starts answering – no coding or rewrites.

Does it work with content in different formats?

Yes. It handles help docs, guides, site pages, and files across languages from one set of imported content.

Can I keep my old content private?

Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web.

Will customers notice any changes?

No. Your AI answers in your brand’s voice using your content – customers get the same help, just faster.

Can it answer questions about our import format?

Yes – it pulls answers straight from your import guides, showing the exact steps your team wrote.

What if an import fails?

It lists common reasons from your docs and hands off to your team with full context for anything unusual.

Will it assist with field mapping?

Yes. It guides users through matching columns to fields using the rules in your documentation.

Start free – let AI handle insurance questions

Paste your help docs and get instant answers in your brand’s voice.

Part of Chatref for Chatref for RV Trailer Dealers · Automotive hub · pricing.